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Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.^{1, 2}

Many people today believe they’ll need at least $1.5 million saved to retire comfortably.³ But is that number right for you? The real “magic number” varies widely depending on your current savings, future goals, and lifestyle plans.

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively.

Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future.

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.¹

That means that many of us are not discussing money as much as we probably should be.¹

Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial literacy.¹

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes?

It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money.

Let’s break it down.

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it actually is.¹

That could be because we’re seeing higher prices practically everywhere.¹

Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general.¹

Can you relate to any of the following?

• “I should have bought that stock before the company went public!”
• “What a shame — I wish I had invested in that new tech before it went mainstream!”
• What’s the next “unicorn” that will make a fortune?”

It’s common to feel this way. Many of us experience “fear of missing out” — or FOMO — in our financial lives.¹